Snowden Capital Advisors’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$657K Sell
34,040
-5,179
-13% -$99.6K 0.02% 722
2026
Q1
$745K Sell
39,219
-21,853
-36% -$423K 0.02% 625
2025
Q4
$1.18M Buy
61,072
+5,071
+9% +$98.3K 0.03% 475
2025
Q3
$1.08M Sell
56,001
-2,533
-4% -$48.5K 0.03% 502
2025
Q2
$1.11M Buy
58,534
+5,278
+10% +$98.1K 0.03% 480
2025
Q1
$996K Buy
53,256
+9,199
+21% +$172K 0.03% 506
2024
Q4
$824K Buy
44,057
+9,965
+29% +$188K 0.03% 576
2024
Q3
$650K Buy
34,092
+19,840
+139% +$370K 0.02% 658
2024
Q2
$262K Sell
14,252
-2,704
-16% -$49.2K 0.01% 1024
2024
Q1
$309K Buy
16,956
+2,753
+19% +$49.6K 0.01% 948
2023
Q4
$253K Buy
14,203
+86
+0.6% +$1.47K 0.01% 985
2023
Q3
$238K Sell
14,117
-5,814
-29% -$99.2K 0.01% 944
2023
Q2
$336K Sell
19,931
-235,007
-92% -$3.94M 0.01% 912
2023
Q1
$4.27M Buy
254,938
+16,192
+7% +$291K 0.17% 157
2022
Q4
$4.25M Buy
+238,746
New +$4.19M 0.18% 144
2022
Q1
Sell
-1,783
Closed -$36K 1408
2021
Q4
$36K Buy
+1,783
New +$36.6K ﹤0.01% 1126

Other funds holding FPEI

Snowden Capital Advisors's FPEI Position: Q2 2026 in Review

Snowden Capital Advisors reduced its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 13% in Q2 2026, selling an estimated $99.6K and leaving 34,040 shares worth $657K. The position accounts for 0.02% of the portfolio, ranked #722.

Snowden Capital Advisors first reported a position in FPEI in Q4 2021 and has held it in 16 quarters since. The position peaked at $4.27M in Q1 2023. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

  • Snowden Capital Advisors held 34,040 shares of First Trust Institutional Preferred Securities and Income ETF worth $657K as of Q2 2026.
  • Snowden Capital Advisors sold 5,179 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $99.6K.
  • First Trust Institutional Preferred Securities and Income ETF made up 0.02% of Snowden Capital Advisors's portfolio in Q2 2026, its #722 holding.
  • Snowden Capital Advisors first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2021 and has held it in 16 quarters since.
  • Snowden Capital Advisors's First Trust Institutional Preferred Securities and Income ETF position peaked at $4.27M in Q1 2023.
  • 214 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.